VARBX Mutual Fund

NAV$10.82

Returns Overview

1 Month
+0.37%
3 Months
+1.13%
6 Months
+1.99%
YTD
+1.99%
1 Year
+4.41%
3 Years (annualized)
+5.41%
5 Years (annualized)
+4.15%
10 Years (annualized)
+4.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VARBX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+1.99%
Peer Avg (YTD)
+1.29%
vs Peers
+0.70%

VARBX Mutual Fund Performance

VARBX performance across multiple time periods: 1-month 0.37%, YTD 1.99%, 1-year 4.41%, 3-year 5.41%, 5-year 4.15%, 10-year 4.63%.

VARBX returns outperform the peer average of 1.29% YTD. With an expense ratio of 1.75%, investors should weigh costs against performance when evaluating this mutual fund.

VARBX performance comparison shows side-by-side returns with another fund. VARBX alternatives are available in the Mutual Fund Screener.